CIK: 0001906539
申告総資産額
$5555.7万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.49% | -1.76% | +18.58% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 4.37% | -0.62% | +8.72% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.03% | — | +12.04% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.03% | -0.40% | +11.39% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.99% | — | — | |
| 6 | XLSR | Ss US Sector Rotation | ETF-その他 | 2.78% | -0.39% | -0.37% | |
| 7 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 2.50% | — | +0.48% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.33% | — | +16.60% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.26% | +0.56% | +4.07% | |
| 10 | MASI* | Masimo CORP | 株式-その他 | 2.19% | +0.42% | -9.92% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 2.19% | -0.37% | +103.40% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.10% | -0.06% | +18.81% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.04% | -0.40% | +45.82% | |
| 14 | FISR | Ss Fi Sector Rotation | ETF-その他 | 1.54% | +1.23% | -44.44% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.38% | -0.29% | +77.94% | |
| 16 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 1.38% | — | -19.23% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | — | -1.04% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.21% | — | -4.85% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.20% | — | +4.54% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | — | +11.30% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | — | +0.84% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.08% | — | +0.01% | |
| 23 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-その他 | 1.08% | +0.92% | +76.50% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | — | -1.96% | |
| 25 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.04% | +0.45% | +37.89% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | — | — | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.87% | +0.20% | -3.52% | |
| 28 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.86% | +0.11% | -22.38% | |
| 29 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.80% | -0.16% | +117.94% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.80% | +0.37% | NEW | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | +1.10% | |
| 32 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.71% | -0.40% | -8.11% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.70% | — | -11.86% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | — | -3.59% | |
| 35 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.69% | -0.30% | -0.61% | |
| 36 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.67% | -0.33% | +7.66% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.66% | — | — | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | — | — | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.63% | +0.42% | -11.14% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.63% | — | +0.11% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +5.65% | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.62% | — | +0.32% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.60% | — | +12.20% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | — | -0.64% | |
| 45 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.59% | — | -0.66% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.58% | — | +27.48% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.57% | — | — | |
| 48 | KLAC | Kla CORP | 株式-IT | 0.56% | — | -6.41% | |
| 49 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.55% | -0.25% | -2.11% | |
| 50 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-その他 | 0.55% | — | +0.73% |